Money confidence · Westport, Connecticut
Nobody teaches this properly. Not at school, not at home, and certainly not in the moment you suddenly need it. Lotus builds real courses in how money works and how it gets talked about, so that when it matters, you know exactly what you're looking at.
So a lot of us learned to nod along instead of asking. Not because we couldn't understand it, but because asking felt like admitting we should have known already. Then the conversation moves on, and the decision gets made by whoever sounded most certain.
Lotus exists to close that gap. Not with advice about what to buy, that's a financial advisor's job and it isn't what we do. With education: how it works, what the words actually mean, what to ask, and how to say it out loud.
The goal isn't to survive the hard conversations. It's to lead them, with a bank, a lawyer, an employer, a spouse, because you understand exactly what's on the table.
The programs look different because the moments do. The thread underneath them is identical.
Each runs as a real course over multiple weeks, with guest experts where their experience beats mine, not a single evening talk you forget by Saturday.
Eight weeks of hands-on money skills for kids 8 to 13, at the Westport Public Library. Each child manages $50 of real money across spend, save, grow, and give back. Starts January 2027.
See the full program →Ages 14 to 18. First paycheck, first bank account, what credit actually is, and what college really costs, before any of it becomes a decision they can't undo.
For anyone who's been at arm's length from the household finances. No judgment, no jargon, just what everything means and how to take part in the conversation.
The actual technique, practised out loud. Preparation, anchoring, silence, and knowing your walk-away. Drawn from coaching Big 4 firms on deals over $100 million.
Same technique, different room. What actually shifts when a woman is the one asking, what the research shows about how it lands, and how to work with that rather than around it.
The mechanics of the common schemes, who they target and why, and the specific signals that give them away. Taught from a financial crimes background, not from headlines.
What the numbers look like, what to ask for, and what to understand before you're across the table from lawyers. With guest experts who work in it every day.
I've spent my career in banking law, financial crimes, and commercial negotiation, coaching Big 4 professional services firms through deals worth more than $100 million. Which means I've watched a lot of rooms where one side understood the money and the other side was nodding along.
Then I had kids, watched friends go through divorces, and kept noticing the same gap outside of work. Everyone has opinions about money. Almost nobody teaches it. So I'm building the courses I kept looking for, starting with the one I wanted for my own eleven-year-old.
Tell us which programs you'd want to hear about and we'll let you know when registration opens. Nothing else, no newsletter you didn't ask for.